Today, Bruce Murray and The Panic-Proof Portfolio (Stockchase Research) commented about whether HRTG-N, IMO-T, CGI-T, AC-T, LNR-T, LLY-N, META-Q, ORCL-N, CLS-T, SHOP-T, EIF-T, MRK-N, CVE-T, MDI-T, DBM-T, CPX-T, MFC-T, AZN-N, GOOG-Q, AC-T, BLK-N, DNTL-T, WELL-T, BCE-T, PRL-T, TFII-T, X-T, PFE-N are stocks to buy or sell.
Classic value stock. Buying back stock. $10 EPS, so it's selling at 4.5x earnings. Everything they make is under USMCA. No one can make what they do. High-end, specialized agricultural products. Agriculture and autos are both down; autos are about to turn up, and agricultural should too. Yield is 2.09%.
(Analysts’ price target is $65.83)
Plethora of ideas. Part of the story on cancer. Weight-loss drug is in the lead, and a pill instead of injection is the ultimate goal. Earnings from weight loss will double in 3 years, and then they still have all the other drugs in the pipeline. Yield is 0.70%.
(Analysts’ price target is $996.37)